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About the Role

The Data Analyst is a strategic member of the Strategy & Analytics team, responsible for transforming data into actionable business insights and driving data-informed decision-making across multiple business functions. This role bridges the gap between business needs and technical solutions, requiring business acumen, analytical expertise, and the ability to translate complex business questions into data-driven insights while maintaining rigorous data quality standards.

Responsibilities

• Partner with business stakeholders to identify, prioritize, and document business requirements and analytical needs.
• Design and develop interactive dashboards, reports, and data visualizations for executive and operational audiences.
• Translate business questions into analytical frameworks and deliver actionable insights and recommendations.
• Monitor key performance indicators (KPIs) and business metrics, providing regular insights on trends and anomalies.
• Collaborate with data engineering teams to ensure data requirements are met for reporting and analytics initiatives.

Requirements

• 3 to 5 years of experience in related data analytics and report building roles.
• Successful completion of B.Sc./B.A. in Business, Computer Science, Mathematics, Statistics, Engineering or applicable program.
• Demonstrated experience with BI and visualization tools required (e.g., Tableau, Power BI, Looker, or similar platforms).
• Strong business requirements gathering and documentation skills, with ability to translate business needs into technical specifications.
• Proficiency in SQL and data querying, with understanding of database structures and data relationships.
• Experience with data modeling concepts and ability to understand semantic data models and business logic.
• Exceptional communication and presentation skills to deliver insights to technical and non-technical audiences, including C-suite executives.
• Some travel may be required.
• Extra hours may be required during the quarter-end reporting periods and during periods with high mutual fund trading volumes.

Skills

• BI tools
• Data visualization platforms
• Problem-solving
• Mutual fund products
• Market-based insurance products
• Data storytelling
• Tableau
• Power BI
• Looker
• SQL
• Python
• R
• AWS
• CRM tools
• Salesforce
• Investment operations lifecycle
• Trade processing
• Settlement
• Reconciliation
• Portfolio accounting
• Compliance
• Individual financial service industry
• Mutual funds
• Segregated funds
• Exchange-traded funds (ETFs)
• SMAs

Location

• Hybrid

Work Type

• Hybrid

Experience Level

• 3-5 years

Education Level

• B.Sc./B.A. in Business, Computer Science, Mathematics, Statistics, Engineering or applicable program

Salary/Compensations

• 60,000 - 97,000

Benefits

• Hybrid work environment
• Friendly, collaborative, and inclusive culture
• 15 vacation days per year
• Flexible Benefits from the day you join
• Pension, stock and savings programs
• Opportunity to move along a variety of career paths
• Access to our Global Learning Centre, available 24/7
• Wellness programs that support the three pillars of your health – mental, physical and financial

About the Company

• Sun Life is a global company with a passion for people, aiming to help Clients achieve lifetime financial security and live healthier lives. As a team of 30,000 across 26 countries, their impact is far-reaching and locally relevant. They drive innovation, sustainability, and transformation for their Clients, employees, partners, and communities.
• Recognized as a 2022, 2023, 2024 and 2025 Best Workplaces in Canada by Great Place to Work® Canada.
• Great Place to Work® list for Best Workplaces for #HybridWork 2022.
• Great Place to Work® list for Best Workplaces for Professional Development in Canada 2022.
• Named “Best Places to Work” by Glassdoor, 2021 and 2023.

Equal Opportunity

• Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.
• Persons with disabilities who need accommodation in the application process, or those needing job postings in an alternative format, may e-mail a request to thebrightside@sunlife.com.